How do I enable a Salesforce integration?

Salesforce Integration

💡 The Salesforce integration is available to customers on the Collaborate plan and above.

👤 If this integration does not locate existing contact record to associate a notification with, the integration will create a new Contact record in Salesforce.

Set up the Integration

  1. Log in as an Admin of your Trust Center
  2. Click on your user icon in the top right corner
  3. From the menu that appears, click on Integrations
  4. On the Integrations page, click Enable to the right of Salesforce
  5. In the pop-up that appears, click on Enable to turn on the Integration
    1. When you enable the integration, you'll be prompted to authorize the integration into your Salesforce instance
  6. Once enabled, activate available workflows using the toggle in the modal